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Evolve Market Insights

Infrastructure: The Unsung Hero of the Global Economy

Infrastructure: The Unsung Hero of the Global Economy

Many of the roads, railways, bridges, power plants and other critical assets that we use every day were built decades ago and are showing their age.

Election Returns: Electrifying or Uneventful?

Election Returns: Electrifying or Uneventful?

As the 2024 US Presidential election approaches, it is important to understand the trends and patterns from previous election cycles. This allows for investors to be fully informed entering the new term. 

The Over/Under on Housing

The Over/Under on Housing

If you've bought a house in the past four years, then you know how difficult it has been to navigate the housing market.

Higher Ground: First Quarter Market Review and Outlook

Higher Ground: First Quarter Market Review and Outlook

The U.S. economy continued to show resilience despite elevated inflation and high interest rates, dampening expectations of interest-rate cuts.

Inflation and the Fed

Inflation and the Fed

Last week, the Federal Reserve announced no change to interest rates and threw water on any hopes for a rate cut at its next meeting in May.

Japan's Transition out of the lost Decades

Japan's Transition out of the lost Decades

For most of the last 30 years, prices in Japan have grown at a rate below 2%.

Supply Chain disruptions, Again?

Supply Chain disruptions, Again?

In November, the Houthi terrorist group began attacks on shipping vessels in the Red Sea in response to Israeli counter attacks to Hamas in the Gaza strip, disrupting maritime traffic and causing delayed shipping times.

The magnificent 7

The magnificent 7

Over the course of 2023, seven of the largest stocks in the United States collectively doubled in value, earning the monkier, "the Magnificent 7."

A Better Balance: Market Review and Outlook

A Better Balance: Market Review and Outlook

The markets took investors on a turbulent ride in 2023, outperforming expectations for the better part of the year and ending on a high note.

Real Estate Pulse Check

Real Estate Pulse Check

Even as stock and bond investors are cheering the end of the Federal Reserve’s interest rate hikes, the real estate market continues to face challenges.

The Impact of Rising Interest Rates

The Impact of Rising Interest Rates

Over a year and a half ago, the Federal Reserve began raising the fed funds rate in an effort to slow inflation, which had reached rates not seen in decades.

How the Israel-Hamas Conflict Might Impact Markets

How the Israel-Hamas Conflict Might Impact Markets

On Saturday, October 7, 2023, the world witnessed a dramatic turn of events as the militant group Hamas launched a coordinated attack on Israel by air, land, and sea. 

Will Student Loan Re-Payments Weigh Down the Economy?

Will Student Loan Re-Payments Weigh Down the Economy?

Back in 2020, as part of the government’s aggressive efforts to combat the pandemic-stricken economy, the Department of Education paused payments on federal student loans, providing relief to tens of millions of individuals.

Will the United Auto Workers Strike Impact the US Economy?

Will the United Auto Workers Strike Impact the US Economy?

Last week, union workers’ contracts expired without an agreement between the union and company managements on a new contract.

President Election Impacts on the Market

President Election Impacts on the Market

Though still over a year away, next year’s presidential election is already feeding into news stories and advertisements. 

Q2 2023 Market Review and Outlook

Q2 2023 Market Review and Outlook

After a turbulent 2022, the equity market rebounded in the first half of 2023 as the S&P 500 rose 17%.

Debt Ceiling Part 2

Debt Ceiling Part 2

While today’s debt ceiling debates seem to mark a new level of acrimony and discord in Washington, they are not unlike debates our founding fathers once had.

What the Tortoise and the Hare Can Teach Us About Investing

What the Tortoise and the Hare Can Teach Us About Investing

The allure of making money overnight, whether it’s through new technology or an underappreciated growth story, is incredibly hard to resist.

Debt Ceiling Part 1

Debt Ceiling Part 1

Here we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling.

Is Commercial Real Estate the Next Shoe to Fall?

Is Commercial Real Estate the Next Shoe to Fall?

After many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has become the latest area of concern for investors.

Markets in a Minute: Is the Banking System at Risk?

Markets in a Minute: Is the Banking System at Risk?

On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicone Valley Bank in order to protect depositors, marking a remarkably swift end to a bank that had been in business for four decades.

Markets in a Minute: The Federal Reserve vs. Inflation

Markets in a Minute: The Federal Reserve vs. Inflation

Two months into 2023, the Federal Reserve is still fighting inflation in the battle royale that began in early 2022.

Markets In a Minute: Earnings Season

Markets In a Minute: Earnings Season

With the Federal Reserve slowing its interest rate increases and inflation slowing to a tolerable level, the question remains: what can companies earn in this softer economic environment?

Turbulence Ahead: Market Review and Outlook

Turbulence Ahead: Market Review and Outlook

Now with several consecutive months of easing inflation numbers, the Fed appears to be winning the war. However, this happens just as leading indicators suggest substantial economic slowing ahead.

Secure 2.0 Act of 2022

Secure 2.0 Act of 2022

In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0.

Markets In A Minute - Inflation

Markets In A Minute - Inflation

Overshadowed by mid-term elections last week, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of both stock and bond performance.

2022 Second Quarter Review & Outlook

2022 Second Quarter Review & Outlook

The second quarter was tumultuous to say the least as we officially saw the S&P 500 enter bear market territory. What are investors to do?

2022 First Quarter Review & Outlook

2022 First Quarter Review & Outlook

A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021?

January Market Update

January Market Update

As I turned the calendar from the craziness of 2020 to 2021, I had a simple request, I hoped for a boring 2021. And for the most part my wishes were answered.

Q2 2020 Letter to Shareholders

As we continue to take precautions surrounding the COVID-19 Pandemic, we look to review the second quarter of 2020. In our previous letter we discussed how most of us wished we had moved to cash prior to the COVID-19 led bear market which occurred in Feb/March of this year.

Click below to read the full letter!

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